Tax Preparation & Compliance Services

Neil Jesani Advisors provides accurate, compliant, and personalized tax preparation services for individuals, business entities, estates, trusts, and nonprofits—ensuring you meet every filing requirement while identifying strategic opportunities

About OUR FIRM

A Team Specializing in Tax Preparation and Compliance for Every Filing Type

We provide high-level tax preparation and compliance services through an integrated team of in-house CPAs, Tax Attorneys, Enrolled Agents, and planners. Our team supports individuals, businesses, estates, and trusts with precision and care, ensuring every return is accurate, timely, and aligned with your broader financial goals. With a proactive approach and a commitment to white-glove service, we help clients stay compliant, reduce exposure, and approach tax season with confidence.

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Tax Support for Business Entities

Business Entity Tax Returns

We handle accurate and compliant filings for business partnerships, S corporations, and C corporations, ensuring each return reflects your current structure and tax position.

 

Partnership & Corporate Compliance

Our team stays ahead of evolving tax laws to help partnerships and corporations minimize audit risk, avoid penalties, and meet all filing obligations.

 

Year-End Tax Planning for Businesses

We go beyond filing—identifying entity-specific strategies before year-end to reduce liabilities and support your long-term financial objectives.

 

Collaborative Business Tax Support

Our Senior CPAs, CFOs, and tax planners work as one team to align your business return with your overall financial and operational goals.

Individual Tax Preparation for High-Income Earners

We provide tax preparation and compliance services tailored to high-income individuals, including executives, W-2 earners, entrepreneurs, and investors with complex financial profiles. Our team focuses on accuracy, compliance, and long-term planning—ensuring your filings reflect not only current obligations but also your future strategy. With a deep understanding of tax strategies for high income earners, we help minimize risk, identify overlooked opportunities, and keep you informed every step of the way.

Specialized Tax Preparation for Estates, Trusts, and Nonprofits

Our team delivers expert tax preparation and compliance support for complex filing needs—including estate tax returns, trust returns, gift tax filings, and nonprofit tax forms. We understand the legal and financial intricacies involved in each of these areas and work with fiduciaries, trustees, families, and organizations to ensure every return is handled with accuracy, care, and strategic foresight.

Estate & Trust Tax Returns

Accurate fiduciary filings that align with your estate planning goals and meet IRS requirements.

gift tax filings

Strategic reporting for annual and lifetime gifts, minimizing risk and ensuring compliance.

Nonprofit & Foundation Tax returns

Complete and timely Form 990 filings that preserve tax-exempt status and build donor trust.

Benefits of Hiring Tax Compliance Professionals

  • Accurate and Timely Filing: Ensure your tax returns meet all IRS and state requirements, reducing the risk of errors, penalties, and audits.
  • Improved Organization and Efficiency: Experts handle deadlines, documentation, and complex reporting, freeing you to focus on your core business or personal priorities.
  • Maximized Tax Savings: Experienced professionals identify deductions and credits you might miss, improving your overall tax position.
  • Up-to-Date Compliance: Stay current with changing tax laws and regulations through proactive guidance from our tax attorneys and CPAs

What Will a Tax Compliance Service Do For Your Business?

Ensure Regulatory Compliance

Tax laws are often changing. Missing deadlines or filing errors can result in expensive penalties, interest charges, and even audits. A dedicated tax compliance service ensures your business meets all federal, state, and local tax requirements accurately and on time, so you avoid costly surprises that might impact your business.

Identify Risks and Keep You Ahead of Regulatory Changes

Tax regulations evolve constantly, and staying updated is a major challenge for busy businesses. Tax compliance services continuously monitor legal changes and alert you to new requirements or risks, allowing you to adapt quickly and avoid missed opportunities for tax savings.

Prepare and File Accurate Returns to Reduce Audit Risks

Managing payroll taxes and multi-state filings is both challenging and time-consuming. Any omission can trigger an unwanted scrutiny from the IRS. Compliance professionals handle these filings with careful handling, reducing mistakes and protecting your business’s reputation and finances.

What Customers Are Saying

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4.1
Based on 18 reviews
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Nicolas Cordoba profile picture
Nicolas Cordoba
13:17 21 Oct 25
Working with Anu Krishnan has been an absolute pleasure. She is incredibly responsive, quickly, and professional in every interaction. As a client, I’ve always felt well taken care of—she is on top of my requests, communicates clearly, and ensures everything runs smoothly behind the scenes. Her attention to detail and follow-through are exceptional, and she handles every request promptly. Anu truly represents her team and organization with excellence.
Mark Balian profile picture
Mark Balian
04:25 30 Jul 25
You should work with Neil Jesani Advisors if you want access to advanced tax planning guidance and are a high earning professional and/or business owner. Their team of experts—CPAs, tax attorneys, and financial planners—delivers personalized strategies to reduce tax burdens, provides business accounting services and solutions tailored to each client's unique needs. I connected with Neil Jesani Advisors through TL and have had the benefit and pleasure of working with many of the professionals at Neil Jesani Advisors!
Jason Linder, PsyD profile picture
Jason Linder, PsyD
14:51 16 Jul 25
Daniel P and Reni were accommodating & nice even though we weren't ready to work together yet.
Asser Fayed profile picture
Asser Fayed
00:24 02 Jan 25
Neil’s team helped me with tax strategies and estate planning. I’m very impressed with their work, and they have definitely exceeded my expectations. I highly recommend them!

They are very knowledgable and professional. Rich has been incredible in educating me about the different tax strategies, and developing compelling personalized strategies based on my financial outlook. Raniya has been amazing in keeping the overall process organized and efficient, and Sally has helped ensure smooth execution.
Chris Monberg profile picture
Chris Monberg
01:46 18 Dec 24
The Neil Jesani team has significantly improved my financial outlook. I've utilized their expertise across various services and have consistently been impressed by their personal touch, deep knowledge, and meticulous attention to detail. After two years of working with them, I’m confident they’ll be a lifelong partner in managing my financial future.

Frequently Asked Questions - Tax Preparation and Compliance

Costs vary based on your business size, complexity, and services needed. At Neil Jesani Advisors, we provide customized pricing after understanding your specific requirements.

Yes, individuals and businesses can prepare taxes without a CPA, but if you hire a professional, you ensure that your reports are accurate, tax savings are maximized, and there is reduced risk for audits.

Tax compliance involves the timely and accurate filing of all required tax returns and payments. You can work with tax professionals like Neil Jesani Advisors to handle this process and ensure full compliance.

Tax compliance means meeting all tax laws, regulations, and filing requirements, including accurate reporting, timely payments, and maintaining proper documentation.

A tax compliance background check verifies if an individual or business has met tax obligations and has no outstanding tax issues, often required in financial or legal contexts.

A tax compliance specialist ensures that tax filings are accurate, timely, and follow regulations, helps manage audits, and advises on maintaining compliance with changing tax laws.

A CPA is a licensed accounting professional who provides a broad range of financial services, including tax preparation and planning. A tax specialist focuses primarily on tax-related issues and may or may not be a CPA. Neil Jesani Advisors has both CPAs and tax attorneys to cover all aspects of tax compliance and strategy.

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